Private Client Services’s iShares US Technology ETF IYW Stock Holding History

Private Client Services’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.16M	Sell	4,595 -177	-4%	-$40.7K	0.3%	70
2026 Q1	$866K	Buy	4,772 +23	+0.5%	+$4.45K	0.26%	70
2025 Q4	$948K	Buy	4,749 +173	+4%	+$34.6K	0.3%	66
2025 Q3	$896K	Buy	4,576 +369	+9%	+$67.5K	0.3%	69
2025 Q2	$729K	Buy	4,207 +438	+12%	+$66.4K	0.28%	81
2025 Q1	$529K	Buy	3,769 +426	+13%	+$66.4K	0.26%	82
2024 Q4	$533K	Buy	3,343 +320	+11%	+$50.6K	0.29%	78
2024 Q3	$458K	Buy	+3,023	New	+$445K	0.25%	85

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Private Client Services's IYW Position: Q2 2026 in Review

Private Client Services reduced its iShares US Technology ETF (IYW) stake by 3.7% in Q2 2026, selling an estimated $40.7K and leaving 4,595 shares worth $1.16M. The position accounts for 0.3% of the portfolio, ranked #70.

Private Client Services first reported a position in IYW in Q3 2024 and has held it in 8 quarters since. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Private Client Services held 4,595 shares of iShares US Technology ETF worth $1.16M as of Q2 2026.
Private Client Services sold 177 iShares US Technology ETF shares in Q2 2026, an estimated $40.7K.
iShares US Technology ETF made up 0.3% of Private Client Services's portfolio in Q2 2026, its #70 holding.
Private Client Services first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 8 quarters since.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.